With Insycle, you can build a fully custom ETL solution. ETL is an approach to extract, transform, and load data, often from multiple sources, into a singular management system. Insycle offers ETL functionality in the Transform Data module, where you can perform a wide range of functions to help you filter and extract, transform, and load the data into or from your CRM.
With Insycle's Transform Data module, you can do things like:
- Formatting names, phone numbers, and addresses
- Standardizing job titles, industries, locations
- Extracting data from fields using flexible rules
- Removing invalid data and typos from fields
- Merging fields or moving data between them
Key Use Cases
- Standardize Job Titles, Industries, Location
- Format Names, Phone Numbers, Addresses
- Copy or Move Values Between Fields
- Map values from one field to another
- Conditional bulk update if value=x then set it to=y
Summary
Insycle offers a variety of pre-built templates that allow you to tackle common data extraction, transformation, and loading tasks directly out of the box. However, you can also build your own custom templates for tackling ETL issues that are unique to your organization.
For some tasks, you can schedule automation so that specific ETL tasks—such as formatting or standardizing data, for example—are performed automatically on a set schedule.
Preview Changes Before They Go Live
You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.
Automation
You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows. You can view all scheduled automations on the “Automations” page on your dashboard.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
Additional Resources
Related Blog Articles
- How to Become a Customer Data Wizard Using the ‘Transform Data’ Tool
- Why Effective Customer Segmentation is Critical for Driving Growth
Related Help Articles
- Standardize Job Titles, Industries, Location
- Format Names, Phone Numbers, Addresses
- Copy or Move Values Between Fields
- Map values from one field to another
- Conditional bulk update if value=x then set it to=y
- Module Overview: Transform Data
- Bulk update values of any field
- Bulk clear values from field
Additional Resources